Jill on Money with Jill Schlesinger

Latest Episodes:

How to Deal with Uncertainty Mar 13, 2024

Show notes

My husband keeps saying we're fine and we don't need to worry, but I feel like we don't have enough of a long-term plan. Who's right?

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Options for Stubborn Parents Mar 12, 2024

Show notes

My parents have a tax deferred annuity that is coming due in April. They're attracted to the product as they are deferring taxes. How should they proceed?

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Inheritance and Retirement Planning Mar 11, 2024

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I am 39, single, no kids, never married. I am set to inherit a little over $175,000. How should I put it to work?

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Ed Slott Tax Tips Part Two Mar 10, 2024

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Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part two of four.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Ed Slott Tax Tips Part One Mar 09, 2024

Show notes

Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part one of four.

Have a money question? Email us here

Subscribe to Jill on Money LIVE

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Social Security Scams and Credit Card Fees Mar 08, 2024

Show notes

The Federal Trade Commission reveals that con artists swindled consumers out of $10 billion in 2023, with over $126 million lost to Social Security scams alone. Plus, the Biden administration has introduced a rule capping credit card late fees at a maximum of $8, a sharp decrease from the current $32 average. I joined CBS Mornings to discuss both.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Too Many Funds in Brokerage Account? Mar 07, 2024

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How many funds is too many for a brokerage account? I currently have 29 ETFs.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Am I Putting Too Much Into Retirement? Mar 06, 2024

Show notes

Should I reduce my 401(k) contributions to the match and redirect the difference to my brokerage account? I'm worried I will have to take massive RMDs down the road.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Retirement vs Short-Term Needs Mar 05, 2024

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Are we saving (or have saved) too much for retirement or are things we should be doing now to prioritize short-term needs over retirement?

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Can I Leave a Job With a Pension? Mar 04, 2024

Show notes

I have worked for the federal government for the last 15 years and qualify for a pension that increases over time, but my dream would be to have a lot more flexibility. Should I ditch the job and settle for a decreased pension?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.